Platt Wealth Management LLC
Position in LDP — Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
CIK 2109497
SAN DIEGO, CA
Position in LDP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,495,074
-$267,455 QoQ
Shares Held
74,866
-10.1% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LDP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Platt Wealth Management LLC holds $1,770,557 across 2 Asset Management names. LDP ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
This page
|
74,866 | $1,495,074 | |
| 2 | KBDC |
Kayne Anderson BDC, Inc.
|
20,079 | $275,483 |
All Filings in LDP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,495,074 | 74,866 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,762,529 | 83,256 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||